INDEX AND INVESTMENT SOLUTIONS
Future Index Partners develops rules-based investment strategies, which are then expressed as investable indices.
Each live solution below is independently calculated and published by an established partner, providing a transparent way to monitor index behaviour over time.
Each index is available via license to manage an investment product in a number of formats, for example mutual fund, ETF and structured product. We and our index partner can support the selection of a product provider if required.
The Dynamic Sector Rotation Europe Index dynamically allocates capital across European equity sectors, favouring those demonstrating relatively strong and improving performance while underweighting or excluding weaker segments. The index is constructed using 11 equity sector indices, providing broad exposure to European markets through the Euronext Developed Market Series.
Key Features
Fully invested in European equities from Euronext's Developed Market series (total return)
Rules-based sector selection and weighting with monthly rebalancing providing diversification of investment process to cap-weighted passive and discretionary active strategies
Benchmark-aware portfolio construction with moderate tracking error target of 4-6% to the Euronext Developed Europe NR Index (Bloomberg: ENDEVN)
Also available quoted in GBP, CHF and USD
Bloomberg: FIPSRDEE | LSEG/REFINITIV: SRDEE | ISIN: NLIX00012095
The Dynamic Sector Rotation World Index dynamically allocates capital across World equity sectors, favouring those demonstrating relatively strong and improving performance while underweighting or excluding weaker segments. The index is constructed using 11 equity sector indices, providing broad exposure to World markets through the Euronext Developed Market Series.
Key Features
Fully invested in World equities from Euronext's Developed Market series (total return)
Rules-based sector selection and weighting with monthly rebalancing providing diversification of investment process to cap-weighted passive and discretionary active strategies
Benchmark-aware portfolio construction with moderate tracking error target of 4-6% to the Euronext Developed World NR Index (Bloomberg: ENDEVWN)
Also available quoted in GBP, CHF and USD
Bloomberg: FIPSRDWE | LSEG/REFINITIV: SRDWE | ISIN: NLIX00012137
Dynamic Sector Rotation Europe Index (EUR)
Dynamic Sector Rotation World Index (EUR)
